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akiotanaka847
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check-my-sales

Analyze CRM and call data to produce structured sales-motion reads.

2|Updated May 8, 2026
Search Tags:#crm#pipeline#forecasting#win-loss#sales analysis#call insights#playbook edits
One-click install
npx skills add https://github.com/akiotanaka847/qaio-desktop --skill check-my-sales
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: check-my-sales
Source: https://github.com/akiotanaka847/qaio-desktop/tree/main/store/agents/sales/.agents/skills/check-my-sales
Command: npx skills add https://github.com/akiotanaka847/qaio-desktop --skill check-my-sales

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps you understand how your sales motion is performing so you can act immediately instead of staring at dashboards.

Core Features & Use Cases

  • Multi-surface sales reads: Produces one of several focused analyses (Monday health rollup, cross-call synthesis with playbook edits, win-loss patterning, single discovery-call deep read, or pipeline snapshot with the leakiest stage).
  • Evidence-backed insights: Grounds findings in real artifacts like outputs.json, call notes/transcripts, and CRM deal/pipeline data.
  • Action-first outputs: Concludes every read with concrete next moves and, where applicable, specific playbook edit recommendations.

Quick Start

Run check-my-sales with subject "pipeline" to get a stage-by-stage snapshot, identify the leakiest transition, and receive your top next move.

Frequently Asked Questions about check-my-sales

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze sales pipeline leakage to improve my CRM forecasting?▼

To run pipeline leakage analysis, connect your CRM integration, use the subject "pipeline", and the Skill generates a stage-by-stage snapshot with the leakiest transition and your top next move.

Can I synthesize discovery call transcripts to find win-loss patterns?▼

Yes, cross-call synthesis evaluates call transcripts and notes against your sales playbook to discover win-loss patterns and recommend specific playbook edits for future deals.

Do I need CRM and Meetings integrations to generate a weekly sales rollup?▼

Weekly Monday rollups require connected Meetings and/or CRM integrations plus sales playbook context to process prior agent outputs and generate an actionable health snapshot.

What is the best way to turn call notes into actionable sales playbook edits?▼

The best way to turn call notes into playbook edits is cross-call synthesis, which grounds findings in real artifacts and concludes with specific playbook edit recommendations for your sales motion.

How do I score a single discovery call against my sales playbook?▼

Single discovery-call deep scoring analyzes individual call transcripts or notes with your sales playbook context, producing an evidence-backed read and concrete next moves for that deal.

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